|
6051
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$131M
|
+$14.7M
|
+13%
|
|
|
41
|
|
|
|
6052
|
Lummis Asset Management
Fort Worth,
Texas
|
$131M
|
–
|
–
|
|
|
174
|
|
|
|
6053
|
Fairway Wealth
Independence,
Ohio
|
$131M
|
–
|
–
|
|
|
74
|
|
|
|
6054
|
Defined Wealth Management
Beaverton,
Oregon
|
$131M
|
+$13.4M
|
+11%
|
|
|
103
|
|
|
|
6055
|
Battery Global Advisors
Boston,
Massachusetts
|
$131M
|
–
|
–
|
|
|
41
|
|
|
|
6056
|
Bridgewealth Advisory Group
Fresno,
California
|
$131M
|
+$49.1M
|
+60%
|
|
|
84
|
|
|
|
6057
|
Kopion Asset Management
Mckinney,
Texas
|
$130M
|
+$18.3M
|
+16%
|
|
|
19
|
|
|
|
6058
|
Seldon Capital
San Francisco,
California
|
$130M
|
+$23M
|
+21%
|
|
|
63
|
|
|
|
6059
|
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
|
$130M
|
+$72.5M
|
+125%
|
|
|
1
|
|
|
|
6060
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$130M
|
–
|
–
|
|
|
138
|
|
|
|
6061
|
American Planning Services
Sun City Center,
Florida
|
$130M
|
-$20.1M
|
-13%
|
|
|
49
|
|
|
|
6062
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$130M
|
+$9.4M
|
+8%
|
|
|
6
|
|
|
|
6063
|
Darrow Company
Needham,
Massachusetts
|
$130M
|
+$16.1M
|
+14%
|
|
|
40
|
|
|
|
6064
|
Von Berge Wealth Management Group
San Diego,
California
|
$130M
|
+$13.1M
|
+11%
|
|
|
70
|
|
|
|
6065
|
Jabodon PT Co
Reno,
Nevada
|
$130M
|
+$67.8M
|
+109%
|
|
|
4
|
|
|
|
6066
|
Caldwell Investment Management
Toronto,
Ontario, Canada
|
$130M
|
+$27.3M
|
+27%
|
|
|
38
|
|
|
|
6067
|
Echo45 Advisors
Walnut Creek,
California
|
$130M
|
+$12M
|
+10%
|
|
|
48
|
|
|
|
6068
|
Catalina Capital Group
Torrance,
California
|
$130M
|
–
|
–
|
|
|
174
|
|
|
|
6069
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$130M
|
+$16.3M
|
+14%
|
|
|
83
|
|
|
|
6070
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$130M
|
+$14.3M
|
+12%
|
|
|
72
|
|
|
|
6071
|
Painted Porch Advisors
Santa Barbara,
California
|
$130M
|
–
|
–
|
|
|
49
|
|
|
|
6072
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$130M
|
+$23.1M
|
+22%
|
|
|
92
|
|
|
|
6073
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$130M
|
+$21.5M
|
+20%
|
|
|
40
|
|
|
|
6074
|
Andrews Lucia Wealth Management
Danville,
California
|
$130M
|
+$13.3M
|
+11%
|
|
|
29
|
|
|
|
6075
|
Westwood Wealth Management
Los Angeles,
California
|
$130M
|
+$1.84M
|
+1%
|
|
|
38
|
|
|